Sophis Investments LLC

$129.9MAssets under management
as of Jul 2026 · SEC Form ADV
New York, NY
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Tech stack

No one at Sophis Investments LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $68M held · filed Nov 2024
Schwab
Per Form ADV · $42M held · filed Nov 2024